Job Description

THE TITLE: Retirement Plan Account Manager

THE DESCRIPTION: The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Due to significant company growth, we are seeking a team member that has experience and knowledge in the 401(k) and/or investment industry with a drive to leave corporate America and be a part of our family atmosphere.

THE EXPERIENCE: Are you familiar with loans/distribution processing, recordkeeping, plan administration and have refined customer service skills in the retirement industry? THE FINWAY GROUP MAY BE A PERFECT FIT FOR YOU!

THE WHY:

• 100% of monthly premiums covered for single employee health, dental, life, short term disability, and $1,200 HSA contribution per year

• 3% company contribution to 401(k)

• 18 days PTO with increasing amount with tenure and 6 paid holidays

• Advancement potential due to rapidly growing business

• Flexible hours within industry schedule to accommodate personal schedules

• Work/life balance strongly encouraged

• Business casual dress code while in office, jeans permitted

We take great pride in our family valued culture. We value hard work, determination, and making sure that we are not only the first, but the best at what we do. If you are ready to invest time today for your future tomorrow then, The Finway Group is waiting for you!

THE RESPONSIBILITIES:

• Provides support to clients through phone, letters and emails to quickly resolve requests

• Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.

• Address client needs, develop action plans, and consult on products, services, and capabilities resulting in added value for our clients.

• Acts in a pro-active manner with assigned clients to ensure retention as well as grow client dedication and engagement to develop positive relationships

• Coordinate with manager to research issues and negotiate problem resolution.

THE QUALIFICATIONS:

• Minimum 2-3 years financial services experience preferred

• Exceptional customer service skills, both verbal and written

• Proficient in all Microsoft Office applications such as: Word, Excel, and PowerPoint

• Strong attention to detail, file compliance, and accuracy

• Monday through Friday approximately 8:00 am to 5:00 pm